Civic Intelligence

Uaw Local 2309

990EZ • Fiscal year 2017 • EIN 61-0962168

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 12, 2018

Organization Profile
9517 Garden DriveLouisville, KY 40299

(502) 608-5575

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-19%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

74th percentile

$8,515

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-18%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-10%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$121,165

Down $25,989 (-18%) from 2016

Net Assets

Down

$120,424

Down $25,579 (-18%) from 2016

Liabilities

Down

$741

Down $410 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin10th percentile

Revenue

Down

$133,570

Down $15,458 (-10%) from 2016

Expenses

Up

$159,149

Up $18,193 (+13%) from 2016

Net Income

Down

-$25,579

Down $33,651 (-417%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $105,245Liabilities 2011: $02011Assets 2012: $130,043Liabilities 2012: $02012Assets 2013: $143,669Liabilities 2013: $1,0602013Assets 2014: $153,319Liabilities 2014: $1,3022014Assets 2015: $139,039Liabilities 2015: $1,1082015Assets 2016: $147,154Liabilities 2016: $1,151Net Assets 2016: $146,0032016Assets 2017: $121,165Liabilities 2017: $741Net Assets 2017: $120,4242017Assets 2018: $128,099Liabilities 2018: $1,813Net Assets 2018: $126,2862018Assets 2019: $126,524Liabilities 2019: $903Net Assets 2019: $125,6212019Assets 2020: $129,246Liabilities 2020: $11,2882020Assets 2021: $104,706Liabilities 2021: $1,245Net Assets 2021: $103,4612021Assets 2022: $74,713Liabilities 2022: $2,332Net Assets 2022: $72,3812022Assets 2023: $60,758Liabilities 2023: $800Net Assets 2023: $59,9582023Assets 2024: $52,239Liabilities 2024: $1,505Net Assets 2024: $50,7342024

Highlighted filing

2017

Assets$121,165
Liabilities$741
Net Assets$120,424
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $112,726Expenses 2011: $105,095Net Income 2011: $7,6312011Revenue 2012: $129,143Expenses 2012: $104,345Net Income 2012: $24,7982012Revenue 2013: $132,471Expenses 2013: $118,845Net Income 2013: $13,6262013Revenue 2014: $128,936Expenses 2014: $119,528Net Income 2014: $9,4082014Revenue 2015: $138,127Expenses 2015: $152,213Net Income 2015: -$14,0862015Revenue 2016: $149,028Expenses 2016: $140,956Net Income 2016: $8,0722016Revenue 2017: $133,570Expenses 2017: $159,149Net Income 2017: -$25,5792017Revenue 2018: $131,079Expenses 2018: $125,217Net Income 2018: $5,8622018Revenue 2019: $139,071Expenses 2019: $139,736Net Income 2019: -$6652019Revenue 2020: $105,179Expenses 2020: $102,512Net Income 2020: $2,6672020Revenue 2021: $111,159Expenses 2021: $135,799Net Income 2021: -$24,6402021Revenue 2022: $117,586Expenses 2022: $148,666Net Income 2022: -$31,0802022Revenue 2023: $121,232Expenses 2023: $133,655Net Income 2023: -$12,4232023Revenue 2024: $114,694Expenses 2024: $123,918Net Income 2024: -$9,2242024

Highlighted filing

2017

Revenue$133,570
Expenses$159,149
Net Income-$25,579
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 12, 2018
Return Version
2017v2.2
Gross Receipts
$133,570
Mission and Program Overview

Mission

LABOR UNION

Program Services

DescriptionGrantsExpenses
UNION REPRESENTATION OF MEMBERS--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUN PHIPPSFncl Secry-$8,515-$8,515
CHIP CARTERPresident-$7,061-$7,061
PATRICK WHEELERRec Sec-$5,175-$5,175
ESTELL JUDDSgt Of Arms-$1,529-$1,529
DAVID JOHNSONChief Trustee-$1,381-$1,381
CHARLES THORNSBERRYTrustee-$938-$938
DONALD DURBINTrustee-$651-$651
Filing and Contact Details

Filer

Filer Name
Uaw Local 2309
EIN
61-0962168
Address
9517 GARDEN DRIVE, LOUISVILLE, KY 40299

Signing Officer

Name
Chip Carter President
Title
President
Phone
5026085575
Signed
2018-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth J Burge Inc
Address
4017 Landherr Drive, Louisville, KY 40299
Preparer
Deborah a Pecore
Phone
5022400681
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrebate from intnl strike fund 1,457”

Description of other expenses Part I line 16

“Description amountbank charges 184depreciation 29technical and support fees 1,245legal fees 1,800donations 250miscellaneous 133prof and legal 2,555payroll taxes 3,668”

Description of other assets Part II line 24

“Category beginning of year end of yearfurniture and equipment 100 71”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll taxes payable 1,151 741”

Raw XML Appendix141 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt0113016
IRS990EZ/BooksInCareOfDetail/PersonNm0SHAUN PHIPPS
IRS990EZ/BooksInCareOfDetail/PhoneNum05026085575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09517 GARDEN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040299
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0147054
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121094
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25579
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0147154
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121165
IRS990EZ/GrossReceiptsAmt0133570
IRS990EZ/GroupExemptionNum00427
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0132113
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146003
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146003
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt08515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2938
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35175
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51381
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt67061
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAUN PHIPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ESTELL JUDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES THORNSBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD DURBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHIP CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FNCL SECRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SGT OF ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3REC SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHIEF TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0100
IRS990EZ/OtherAssetsTotalDetail/EOYAmt071
IRS990EZ/OtherExpensesTotalAmt09864
IRS990EZ/OtherRevenueTotalAmt01457
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION
IRS990EZ/PrintingPublicationsPostageAmt0201
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION REPRESENTATION OF MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt036068
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01151
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0741
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0159149
IRS990EZ/TotalRevenueAmt0133570
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTREBATE FROM INTNL STRIKE FUND 1,457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 184DEPRECIATION 29TECHNICAL AND SUPPORT FEES 1,245LEGAL FEES 1,800DONATIONS 250MISCELLANEOUS 133PROF AND LEGAL 2,555PAYROLL TAXES 3,668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARFURNITURE AND EQUIPMENT 100 71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAXES PAYABLE 1,151 741
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHIP CARTER PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05026085575
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UAW LOCAL 2309
ReturnHeader/Filer/BusinessNameControlTxt0UAWL
ReturnHeader/Filer/EIN0610962168
ReturnHeader/Filer/USAddress/AddressLine1Txt09517 GARDEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040299
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0451DF38FE6106BBDC1362B85D2A9B37C48F4D463
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0451DF38FE6106BBDC1362B85D2A9B37C48F4D463
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06134792018043vjgde5q
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.139.117.8
ReturnHeader/FilingSecurityInformation/IPDt02018-02-12
ReturnHeader/FilingSecurityInformation/IPTm016:54:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth J Burge Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04017 Landherr Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040299
ReturnHeader/PreparerPersonGrp/PhoneNum05022400681
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH A PECORE
ReturnHeader/ReturnTs02018-02-12T16:53:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,165
Liabilities
$741
Net assets
$120,424
Revenue
$133,570
Expenses
$159,149
Net income
-$25,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.51$1.15$1.24$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$1.21$1.34$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.72$1.18$1.49$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.03$1.11$1.36$0.25
2020Summary only. Only limited summary data is available for this year.$1.29$0.11$1.05$1.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$1.39$1.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$1.31$1.25$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$1.34$1.59$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$1.49$1.41$0.08
2015Summary only. Only limited summary data is available for this year.$1.39$0.01$1.38$1.52$0.14
2014Summary only. Only limited summary data is available for this year.$1.53$0.01$1.29$1.20$0.09
2013Summary only. Only limited summary data is available for this year.$1.44$0.01$1.32$1.19$0.14
2012Summary only. Only limited summary data is available for this year.$1.30$0.00$1.29$1.04$0.25
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.13$1.05$0.08